Investments & Insurance

Our vision is to provide our members with superior financial solutions, comprehensive products and an unparalleled service experience. The partnership you have with Diversified Credit Union extends to Investment and Insurance Services through Servion Financial Advisors (formerly CU Preferred Investments & Insurance).

Whether you’re looking for overall financial guidance, assistance with a specific financial goal, or creating a comprehensive financial plan, Servion Financial Advisors are available to help. Their team has a combined total of more than 100 years of financial services experience.

Financial Advisor Dave Murdock will work directly with you to provide you individualized service. The trust you put in us is the same trust we put in Servion Financial Advisors, so planning for your future has never been easier.  Contact Dave today.

Servion Financial Advisors

Check the background of this investment professional on FINRA’s BrokerCheck.

SERVICES

  • Advisory services
  • Asset allocation
  • Retirement planning
  • Insurance planning
  • Group benefits
  • Financial planning
  • College planning
  • Trust services
  • Business planning

INSURANCE

  • Long-term care
  • Variable/Whole life
  • Disability
  • Term life
  • Universal life
STOCKS, BONDS, & MUTUAL FUNDS
Offered through Cetera Advisor Networks, an independent broker-dealer

ANNUITIES

  • Fixed, indexed and variable

IRAs

  • Rollover
  • Traditional
  • Roth
  • SEP

EDUCATION

  • 529 savings plans
  • UTMA/UGMA
  • Coverdell Education Savings Account
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss.

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a Registered Investment Advisor. Investments are: • Not NCUSIF Insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is under separate ownership from any other named entity. Registered information: 500 Main St, Ste 100, New Brighton, Mn 55112, (651) 631-3111.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A Broker/Dealer, Registered Investment Advisor, Registered Representative or Investment Advisor Representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states Broker/Dealer, Registered Investment Advisor, or Registered Representative or Investment Advisor Representative requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by Broker/Dealer, Registered Investment Advisor, Registered Representative or Investment Advisor Representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states Broker/Dealer, Registered Investment Advisor, Registered Representative or Investment Advisor Representative requirements, or pursuant to an applicable state exemption or exclusion.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

For information concerning the license status or disciplinary history of a Broker/Dealer, Registered Investment Advisor, Registered Representative, or Investment Advisor Representative, a consumer should contact his or her stated securities law administrator. Check the background of this investment professional on FINRA’s BrokerCheck. Investment products and services from this representative(s) available only to residents of Minnesota (MN).

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Dave Murdock

DAVE MURDOCK

Financial Advisor
Cetera Advisor Networks LLC
Member FINRA/SIPC

The Servion Group
500 Main Street, Suite 100
New Brighton, MN 55112

Direct Line: 651-765-6778
Mobile: 612-202-6685
Branch: 651-631-3111

dmurdock@servionfa.com

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